Jake Schmidt

Jake Schmidt is an experienced portfolio manager currently employed at UMB Bank since July 2025, specializing in commercial credit and credit analysis. Previously, Jake worked at Cadence Bank from July 2022 to July 2025, where responsibilities included serving as a portfolio manager and analyst for the Fort Worth C&I team. Jake’s earlier roles include a credit analyst position at Cadence Bank, where completion of a formal credit training program involved rotations in commercial and industrial banking, private banking, and middle market sectors. At Baylor University, Jake served as an investment analyst for the Hodges Investment Fund, overseeing the Financials, Real Estate, and Utilities sectors, and held leadership positions in the American Marketing Association, focusing on digital marketing efforts. Jake holds a Bachelor of Business Administration degree in Finance and Marketing from Baylor University, supplemented by a specific investment analyst program.